Amanda Taylor
Broadview Financial Management · Wauwatosa, Wisconsin
Amanda Taylor is a fee-only financial advisor at Broadview Financial Management in Wauwatosa, Wisconsin, who holds the CFP credential. Broadview Financial Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Amanda →
Facts
| Firm | Broadview Financial Management |
|---|---|
| Based in | Wauwatosa, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $699.2M across 1,284 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 3245959 |
| Exams passed | Series 63 (1999) · Series 66 (2004) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.broadviewfinancialmanagement.com |
| Profile |
How Amanda's firm compares
- Broadview Financial Management's average account is about $545,000, from its Form ADV (assets managed divided by 1,284 accounts).
Request an introduction to Amanda
Tell Amanda a little about what you're looking for. Amanda isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Amanda
Is Amanda Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and Broadview Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amanda charge for financial advice?
Amanda's firm, Broadview Financial Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Amanda Taylor based?
Amanda Taylor is based in Wauwatosa, Wisconsin.
What credentials does Amanda Taylor hold?
Amanda Taylor holds the CFP credential.
Is Amanda Taylor registered with the SEC?
Yes. Amanda Taylor is registered as an investment adviser representative in TX and WI (CRD 3245959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Broadview Financial Management manage?
Broadview Financial Management reports $699.2M across 1,284 accounts in assets under management.
How do I contact Amanda Taylor?
Through Amanda's website, www.broadviewfinancialmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.